Sep 27, 2017
Jim, Evan and Phil take inventory of notable financial developments, big and small, around the globe
0:37 European #highyield or Treasurys, take your pick
3:44 Homeowners in #China taking a shine to mortgage debt
7:13 Securities analysis is back
11:45 Cliff Asness, momentum and #Amazon
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Sep 18, 2017
A common theme connecting some of today’s most popular investments: a very, very long time horizon
1:30 #Austria floats a 100-year bond
3:24 Limited supply of #bitcoin?
4:24 #Tesla promises one million cars per year
7:30 Five year/five year #Euro inflation swap rate
12:58 Hawkish hints
Sep 11, 2017
Jim and Evan discuss potential candidates to replace Janet Yellen, as well as some strange doings at The Social Network.
1:10 President #Trump and Central Bankers
5:23 It’s hard to make predictions, especially about the future
11:03 #Facebook can’t count
14:04 Tajikistan’s incredible shrinking yield